NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $722,371 (100.0% shares, 0.0% debt)

Holdings (114)

RY ROYAL BK CDA 3.0%
Value ($000) $21,831 Shares 321,790 Est. Cost $78.01 Unrealized -18.5%
MSFT MICROSOFT CORP 2.7%
Value ($000) $19,770 Shares 97,144 Est. Cost $88.18 Unrealized +96.3%
ENB ENBRIDGE INC 2.7%
Value ($000) $19,626 Shares 645,500 Est. Cost $22.82 Unrealized -7.6%
TD TORONTO DOMINION BK ONT 2.4%
Value ($000) $17,610 Shares 394,600 Est. Cost $56.45 Unrealized -24.6%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $17,366 Shares 315,000 Est. Cost $40.98 Unrealized -0.5%
DE DEERE & CO 2.4%
Value ($000) $17,287 Shares 110,000 Est. Cost $145.19 Unrealized -7.5%
UNP UNION PAC CORP 2.4%
Value ($000) $17,161 Shares 101,500 Est. Cost $142.19 Unrealized -0.5%
DLTR DOLLAR TREE INC 2.4%
Value ($000) $17,146 Shares 185,000 Est. Cost $89.24 Unrealized -6.5%
PEP PEPSICO INC 2.1%
Value ($000) $14,945 Shares 113,000 Est. Cost $110.27 Unrealized +0.5%
BNS BANK NOVA SCOTIA B C 2.0%
Value ($000) $14,296 Shares 345,500 Est. Cost $39.82 Unrealized -26.0%
LOW LOWES COS INC 1.9%
Value ($000) $14,012 Shares 103,700 Est. Cost $101.72 Unrealized +1.6%
C CITIGROUP INC 1.9%
Value ($000) $13,542 Shares 265,000 Est. Cost $44.93 Unrealized -13.9%
VLO VALERO ENERGY CORP 1.8%
Value ($000) $13,235 Shares 225,000 Est. Cost $60.24 Unrealized -20.7%
CMCSA COMCAST CORP NEW 1.8%
Value ($000) $13,164 Shares 337,700 Est. Cost $33.00 Unrealized -0.7%
V VISA INC 1.8%
Value ($000) $12,687 Shares 65,676 Est. Cost $128.73 Unrealized +36.4%
FNV FRANCO NEV CORP 1.7%
Value ($000) $12,502 Shares 89,500 Est. Cost $93.14 Unrealized +35.6%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $12,114 Shares 101,313 Est. Cost $83.91 Unrealized +21.0%
AXP AMERICAN EXPRESS CO 1.7%
Value ($000) $12,033 Shares 126,400 Est. Cost $85.61 Unrealized 0.0%
CANADIAN PAC RY LTD 1.7%
Value ($000) $11,954 Shares 47,000 Est. Cost $310.23 Unrealized
BROOKFIELD ASSET MGMT INC 1.6%
Value ($000) $11,666 Shares 354,500 Est. Cost $42.14 Unrealized
WMT WALMART INC 1.4%
Value ($000) $10,457 Shares 87,300 Est. Cost $35.56 Unrealized +7.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $10,045 Shares 3,641 Est. Cost $107.12 Unrealized +12.8%
SHAW COMMUNICATIONS INC 1.4%
Value ($000) $9,898 Shares 607,000 Est. Cost $24.13 Unrealized
CNI CANADIAN NATL RY CO 1.3%
Value ($000) $9,607 Shares 108,600 Est. Cost $67.86 Unrealized +10.2%
DIS DISNEY WALT CO 1.3%
Value ($000) $9,478 Shares 85,000 Est. Cost $117.53 Unrealized -8.2%
MRK MERCK & CO. INC 1.3%
Value ($000) $9,249 Shares 119,600 Est. Cost $49.85 Unrealized +26.1%
MFC MANULIFE FINL CORP 1.3%
Value ($000) $9,159 Shares 673,300 Est. Cost $18.82 Unrealized -33.1%
TRP TC ENERGY CORP 1.3%
Value ($000) $9,102 Shares 213,070 Est. Cost $34.90 Unrealized -4.1%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $9,096 Shares 30,000 Est. Cost $191.55 Unrealized +45.7%
MTB M & T BK CORP 1.2%
Value ($000) $8,889 Shares 85,500 Est. Cost $127.62 Unrealized -31.2%
KIRKLAND LAKE GOLD LTD 1.2%
Value ($000) $8,523 Shares 207,000 Est. Cost $41.42 Unrealized
WM WASTE MGMT INC DEL 1.2%
Value ($000) $8,473 Shares 80,000 Est. Cost $82.03 Unrealized +12.3%
TU TELUS CORPORATION 1.1%
Value ($000) $8,235 Shares 491,000 Est. Cost $18.52 Unrealized -10.2%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $7,863 Shares 32,740 Est. Cost $39.52 Unrealized +31.5%
CM CANADIAN IMP BK COMM 1.1%
Value ($000) $7,726 Shares 115,600 Est. Cost $30.60 Unrealized -21.2%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $7,669 Shares 26,000 Est. Cost $232.38 Unrealized +12.4%
GOOGL ALPHABET INC 1.1%
Value ($000) $7,657 Shares 5,400 Est. Cost $56.05 Unrealized +19.4%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $7,618 Shares 60,000 Est. Cost $99.52 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $7,578 Shares 57,500 Est. Cost $16.36 Unrealized +22.3%
BARRICK GOLD CORPORATION 1.0%
Value ($000) $7,534 Shares 280,000 Est. Cost $26.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $7,404 Shares 20,435 Est. Cost $234.18 Unrealized +41.1%
AAPL APPLE INC 1.0%
Value ($000) $7,296 Shares 20,000 Est. Cost $65.03 Unrealized +15.5%
PGR PROGRESSIVE CORP OHIO 1.0%
Value ($000) $7,210 Shares 90,000 Est. Cost $64.06 Unrealized +3.6%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $6,785 Shares 31,600 Est. Cost $178.23 Unrealized -2.0%
SU SUNCOR ENERGY INC NEW 0.9%
Value ($000) $6,585 Shares 390,600 Est. Cost $25.56 Unrealized -46.3%
CNQ CANADIAN NAT RES LTD 0.9%
Value ($000) $6,562 Shares 378,300 Est. Cost $10.74 Unrealized -42.6%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $6,537 Shares 69,500 Est. Cost $89.73 Unrealized -8.9%
MDT MEDTRONIC PLC 0.9%
Value ($000) $6,477 Shares 70,636 Est. Cost $70.37 Unrealized +16.2%
PFE PFIZER INC 0.9%
Value ($000) $6,361 Shares 194,500 Est. Cost $25.57 Unrealized +1.7%
BA BOEING CO 0.8%
Value ($000) $6,067 Shares 33,100 Est. Cost $315.59 Unrealized -51.3%
FDX FEDEX CORP 0.8%
Value ($000) $6,043 Shares 43,100 Est. Cost $193.62 Unrealized -41.5%
BIP BROOKFIELD INFRAST PARTNERS 0.8%
Value ($000) $5,843 Shares 142,000 Est. Cost $55.40 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $5,814 Shares 115,000 Est. Cost $47.65 Unrealized -2.1%
SBUX STARBUCKS CORP 0.8%
Value ($000) $5,681 Shares 77,200 Est. Cost $69.18 Unrealized -4.1%
SLF SUN LIFE FINANCIAL INC. 0.7%
Value ($000) $5,387 Shares 146,600 Est. Cost $41.86 Unrealized -17.9%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $5,325 Shares 25,000 Est. Cost $175.54 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $5,319 Shares 14,000 Est. Cost $5.12 Unrealized +57.3%
WPM WHEATON PRECIOUS METALS CORP 0.7%
Value ($000) $5,277 Shares 120,000 Est. Cost $23.21 Unrealized +59.2%
SEAGATE TECHNOLOGY PLC 0.7%
Value ($000) $5,277 Shares 109,000 Est. Cost $49.42 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $5,231 Shares 149,000 Est. Cost $30.22 Unrealized +19.2%
EMR EMERSON ELEC CO 0.7%
Value ($000) $4,962 Shares 80,000 Est. Cost $57.76 Unrealized -13.0%
BEN FRANKLIN RESOURCES INC 0.7%
Value ($000) $4,725 Shares 225,300 Est. Cost $23.67 Unrealized -39.7%
BGRN ISHARES GLOBAL GREEN BOND ETF 0.6%
Value ($000) $4,652 Shares 85,000 Est. Cost $53.85 Unrealized
CAKE CHEESECAKE FACTORY INC 0.6%
Value ($000) $4,355 Shares 190,000 Est. Cost $42.18 Unrealized -55.1%
QSR RESTAURANT BRANDS INTL INC 0.6%
Value ($000) $4,299 Shares 79,000 Est. Cost $56.73 Unrealized -11.1%
OSK OSHKOSH CORP 0.6%
Value ($000) $4,297 Shares 60,000 Est. Cost $67.06 Unrealized -7.4%
HDB HDFC BANK LTD 0.6%
Value ($000) $4,166 Shares 91,641 Est. Cost $83.28 Unrealized
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $4,164 Shares 288,193 Est. Cost $7.90 Unrealized 0.0%
APTIV PLC 0.6%
Value ($000) $4,060 Shares 52,100 Est. Cost $64.38 Unrealized
XYL XYLEM INC 0.5%
Value ($000) $3,735 Shares 57,500 Est. Cost $67.09 Unrealized -8.0%
OTEX OPEN TEXT CORP 0.5%
Value ($000) $3,596 Shares 84,700 Est. Cost $36.10 Unrealized -5.3%
MEOH METHANEX CORP 0.5%
Value ($000) $3,429 Shares 190,000 Est. Cost $48.80 Unrealized -66.0%
HD HOME DEPOT INC 0.5%
Value ($000) $3,390 Shares 13,531 Est. Cost $155.33 Unrealized +28.6%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $3,265 Shares 23,100 Est. Cost $86.11 Unrealized +30.9%
GOOG ALPHABET INC 0.4%
Value ($000) $3,060 Shares 2,165 Est. Cost $55.14 Unrealized +21.5%
GIS GENERAL MLS INC 0.4%
Value ($000) $2,953 Shares 47,900 Est. Cost $37.93 Unrealized +31.5%
CAG CONAGRA BRANDS INC 0.4%
Value ($000) $2,877 Shares 81,800 Est. Cost $26.29 Unrealized -0.3%
BLACKROCK INC 0.4%
Value ($000) $2,720 Shares 5,000 Est. Cost $440.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.4%
Value ($000) $2,665 Shares 95,000 Est. Cost $35.77 Unrealized -30.8%
GIL GILDAN ACTIVEWEAR INC 0.4%
Value ($000) $2,548 Shares 164,500 Est. Cost $28.43 Unrealized -52.6%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $2,456 Shares 18,600 Est. Cost $96.15 Unrealized +19.5%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $2,356 Shares 9,113 Est. Cost $159.90 Unrealized +31.7%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $2,334 Shares 48,750 Est. Cost $46.35 Unrealized
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $2,214 Shares 34,633 Est. Cost $60.82 Unrealized -9.4%
BBU BROOKFIELD BUSINESS PARTNERS 0.3%
Value ($000) $2,155 Shares 70,000 Est. Cost $35.59 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $2,094 Shares 10,527 Est. Cost $141.78 Unrealized +28.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $2,003 Shares 35,289 Est. Cost $70.13 Unrealized
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $1,918 Shares 410,000 Est. Cost $6.25 Unrealized -44.4%
MGA MAGNA INTL INC 0.3%
Value ($000) $1,915 Shares 43,000 Est. Cost $43.90 Unrealized -24.8%
EOG EOG RES INC 0.3%
Value ($000) $1,874 Shares 37,000 Est. Cost $70.36 Unrealized -46.9%
CSL CARLISLE COS INC 0.2%
Value ($000) $1,795 Shares 15,000 Est. Cost $138.12 Unrealized -18.6%
BROOKFIELD PROPERTY PARTRS L 0.2%
Value ($000) $1,724 Shares 174,000 Est. Cost $25.61 Unrealized
L BRANDS INC 0.2%
Value ($000) $1,722 Shares 115,000 Est. Cost $35.24 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $1,558 Shares 7,100 Est. Cost $106.39 Unrealized +58.6%
KO COCA COLA CO 0.2%
Value ($000) $1,491 Shares 33,367 Est. Cost $34.87 Unrealized +11.1%
GNTX GENTEX CORP 0.2%
Value ($000) $1,477 Shares 57,300 Est. Cost $27.77 Unrealized -9.8%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $1,352 Shares 28,000 Est. Cost $32.76 Unrealized +24.6%
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $1,340 Shares 12,641 Est. Cost $89.12 Unrealized +13.1%
MSCI MSCI INC 0.2%
Value ($000) $1,289 Shares 3,862 Est. Cost $209.74 Unrealized +45.7%
ENVIVA PARTNERS LP 0.2%
Value ($000) $1,261 Shares 35,000 Est. Cost $26.71 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $1,222 Shares 9,500 Est. Cost $113.40 Unrealized -1.3%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,210 Shares 6,600 Est. Cost $166.66 Unrealized -10.4%
HASI HANNON ARMSTRONG SUST INFR C 0.2%
Value ($000) $1,195 Shares 42,000 Est. Cost $23.00 Unrealized -9.5%
AMRC AMERESCO INC 0.1%
Value ($000) $1,083 Shares 39,000 Est. Cost $19.74 Unrealized +2.1%
TPICQ TPI COMPOSITES INC 0.1%
Value ($000) $1,052 Shares 45,000 Est. Cost $19.66 Unrealized -4.6%
EVOQUA WATER TECHNOLOGIES CO 0.1%
Value ($000) $995 Shares 53,500 Est. Cost $11.21 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $949 Shares 18,500 Est. Cost $46.27 Unrealized +4.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $869 Shares 17,000 Est. Cost $40.27 Unrealized +10.7%
INGR INGREDION INC 0.1%
Value ($000) $863 Shares 10,400 Est. Cost $81.82 Unrealized 0.0%
ITRI ITRON INC 0.1%
Value ($000) $861 Shares 13,000 Est. Cost $63.70 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CO 0.1%
Value ($000) $668 Shares 14,665 Est. Cost $50.73 Unrealized
THL CREDIT INC 0.1%
Value ($000) $486 Shares 150,000 Est. Cost $3.24 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $247 Shares 7,200 Est. Cost $50.08 Unrealized -30.6%
MOGO INC 0.0%
Value ($000) $141 Shares 147,341 Est. Cost $0.96 Unrealized